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lc1251027
New Member

Form 1099R error message

I am receiving an error message that states Forms 1099R Summary Line 26d - Spouse plus line 28c minus Spouse should not be greater than $3,000. I changed the number that I input for health insurance paid to $3,000 but the number on line 26d is not changing from $5,000. $5,000 is the correct number. 

4 Replies
ReginaM
Expert Alumni

Form 1099R error message

Please revisit your 1099R data that you entered into TurboTax.  Here's how:-

  1. While in your Tax Home,
  2. Select Search from the top right side of your screen,
  3. Enter 1099-R,
  4. Select Jump to 1099-R,
  5. Select your 1099-R, review carefully to ensure that it matches exactly to your tax document.
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lc1251027
New Member

Form 1099R error message

I have done that several times and they match. The problem comes from the fact the taxpayer is a public safety officer. Turbo Tax asks a special question of public safety officers who received a 1099. Turbo Tax asks if any of the 1099R was used for health insurance. The answer in the taxpayer's case is yes. In the amount of $5,000. 

JulieS
Expert Alumni

Form 1099R error message

It sound like the problem is on the summary, not the 1099-R form. Try this:

  1. Click on Tax Tools toward the bottom left corner.
  2. Select Tools.
  3. Click on Delete a form.
  4. Scroll down the list and find 1099-R Summary and delete it. Word of caution: do not delete the Form 1099-R itself.
  5. To delete a form, click Delete on the right and then Confirm the delete. You can only delete one form at a time.
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GeWindsor
New Member

Form 1099R error message

The Form1099R sent by Defenses Finance and Accounting Service  has an error for federal Identification Number. 

I received a corrected copy  from DFAS the number on the copy filed is missing the last number 2.

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